Tag: Family

I'm sad as I write this article. A very close client of mine passed away on Sunday. I got to meet Pat 10 years ago but really got to know Pat after her husband had passed away 9 years ago. She had never balanced a checkbook at that point in her life. She had no… Continue reading Lessons from Losing Pat

I have a business mentor named John Napolitano who frequently talks about “donating [something] to science.” It’s his way of saying that some things just need to be experimented with, to see if/or how they work. It’s also his way of setting the expectation for me that “hey, if this fails, at least you’ll learn… Continue reading Until We Meat Again

Some people are rooted in their current place. It’s the home they’ve lived in their whole lives and it’ll be the one they live in for as long as they are blessed to be on earth. Many of my clients fit this bill and I suspect this will be my parents as well. Some are… Continue reading Finding a Great Place to Retire

The aftermath of a loved one’s death is an extremely difficult period. The grief journey takes time. In my short 12-year career I’ve already received that unfortunate phone call more times than I care to count and cannot imagine having to be the one that makes that call. In my position, the goal is to… Continue reading The Solo Journey After the Loss of a Spouse

My parents had to make the very difficult decision to put the family dog to rest last week, a week that should be dedicated to counting blessings and not filled with sadness. Tia was struggling and while all dog owners (and pet owners in general) know that the day will come, it doesn’t make it… Continue reading R.I.P. Tia